See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,758 | $72,492+66.6% | $87,100+38.6% | $72,985+65.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.15% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $10,211 | $1,894+439.2% | $2,521+305.0% | $2,440+318.5% |
| Participant deferral / active EE | $3,760 | $3,270+15.0% | $4,049-7.1% | $3,607+4.2% |
| Admin fee / account holder | $11,112 | $5,055+119.8% | $7,497+48.2% | $5,124+116.8% |